Luebchow noted that the premium multiple of T-Mobile compared to its rivals, AT&T and Verizon, has compressed. While T-Mobile still trades at a premium relative to its peers, the analyst believes it is better positioned to outperform in the current market environment. He emphasized that T-Mobile is likely to maintain its leadership in subscriber and service revenue growth, particularly in two key areas: rural and enterprise markets.
In the enterprise sector, T-Mobile is already gaining ground against industry leader Verizon, capturing market share in the small-to-midsize business segment. Luebchow anticipates that T-Mobile’s future growth will be bolstered by its recent acquisition of US Cellular’s wireless operations, which will enhance its presence in rural markets.
“We expect that TMUS can easily maintain its leadership position in postpaid subscriber growth in the years ahead, particularly within postpaid phones,” Luebchow stated. Despite concerns about potential industry growth headwinds that could slow T-Mobile’s progress, he remains optimistic. The analyst predicts that T-Mobile will continue to add between 2.5 to 3.0 million new postpaid phone subscribers annually, with expectations of exceeding 3 million in 2025. This growth trajectory positions T-Mobile favorably against its major competitors, AT&T and Verizon.
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